by Tyler M. Carey, Chief Revenue Officer
Westchester is continually reviewing feedback regarding our Client Portal. The Client Portal, our no-cost online system for project management, is currently in formal release v. 2019.C.05, but a small, new feature was added this weekend that may make your life a little easier if you are a client with many live projects or articles in the Client Portal at once. Meet the ability to indicate “Priority” projects in your dashboard.
How does the new “Priority” Star work? In the Header of the Dashboard you will see a new Star icon next to “Action”. The Star is next to each job you have showing on your Dashboard as well.
This star will allow you to flag a job as a priority for you only.
So, if you have a priority project that you are focusing on, click the Star next to the job and it will change to red. You can then sort on the Star in the header, and all your jobs you flagged as priorities will show at the top of your Dashboard list.
Here are some screenshots to put more context to the above:
Click the Star next to a job and it turns red.
Sort on the Star in the header bar, and it will sort all Star jobs to the top.
This and other new features will be covered in the new User’s Manual we will be issuing in July.
Lastly, congratulations to Heidelberg UK for winning the Stationers’ Company Innovation Excellence Awards for 2019. Tim Davies, Managing Director of Westchester Publishing Services UK, represented Westchester at today’s awards ceremony, where The Client Portal was awarded a certificate for being shortlisted for the Customer Experience category. Congratulations to all our fellow nominees and to Heidelberg for the win!
Do you have suggestions for new features in the Client Portal? Call your account manager or Contact Us to share your feedback and ideas.
